Business Setup

The Business Setup page is where you manage your business profile, payment configuration, and branch locations after completing the initial setup wizard. Access it any time from the Operations section of your sidebar.

{primary} This page covers the same settings you configured in the Setup Wizard, but organised into three dedicated tabs: Business Basics, Payment Setup, and Branch Setup.



Business Basics Tab

Update your business information and regional defaults.

Fields

Field Description
Business Name Your company name shown on invoices, customer booking pages, and public profile
Phone Number Your business contact number
Email Address Primary email for your business — customers see this on booking confirmations
Website URL Your business website. If set, a "Visit Website" link appears on your public profile.
Country Your country of operation — affects available payment options and tax rules
Timezone All booking slots, schedules, and reports use this timezone
Currency The currency for all pricing — services, add-ons, and transactions
Language Default interface language for your account

{info} Changes to timezone or currency only affect future bookings and transactions. Existing records keep their original values.


Payment Setup Tab

Configure how you accept payments from customers.

Payment Mode

You take online payments through your own gateway: connect your Stripe (or PayPal where supported) account and customer payments settle directly with you. Reservai tracks the booking, invoicing and commission, but never collects or holds your money.

{info} You can also skip online payments entirely and take cash or bank transfer at the appointment — the booking is still confirmed, tracked and reported.

What You Can Configure

Section Details
Country Your payment processing country
Provider Your gateway — Stripe, or PayPal where supported
Display Label A label customers see at checkout (e.g., "Credit Card")
API Credentials Your Stripe or PayPal public and secret keys
Webhook URLs Webhook endpoints you configure in your Stripe or PayPal dashboard to receive payment events
Tax Registration Number Your tax ID (e.g., VAT/GST registration number)
Tax Rate The tax percentage to apply on transactions

Commission Rates

The page shows your applicable commission rates based on your plan. See Plan & Billing for full details.

{warning} Changing your gateway after you have active bookings may affect how payments are processed. Existing bookings continue with their original payment settings.


Branch Setup Tab

Manage your physical or virtual locations.

Adding a Branch

Field Required Description
Branch Name Yes A recognisable name for this location
Address Yes Street address
Start Hour Yes When the branch opens each working day
End Hour Yes When the branch closes each working day
Working Days Yes Which days of the week the branch operates
Default Branch No Mark as primary branch (at least one must be default)
Latitude / Longitude No Map pin coordinates for your public profile
Map No Interactive map for searching and placing the location pin

Quick Day Selectors

  • Weekdays — Monday through Friday
  • Weekend — Saturday and Sunday
  • All Days — every day
  • Clear — deselects all

Editing & Deleting Branches

Each saved branch shows in a list with edit and delete actions. Deleting a branch with associated services or bookings shows a warning — you must reassign or resolve those before deletion.

{info} The first branch you create is automatically the default. You can change the default at any time.


Related Pages